BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in AVGO — Broadcom Inc.
CIK 1654599
MORRISTOWN, NJ
Position in AVGO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,398,212
+$3,112,618 QoQ
Shares Held
61,941
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,016
of 4,763 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $229,836,452 across 17 Semiconductors names. AVGO ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
127,204 | $73,894,075 | |
| 2 | NVDA |
Nvidia Corp
|
312,373 | $62,502,713 | |
| 3 | ADI |
Analog Devices Inc
|
111,445 | $44,262,610 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
61,941 | $23,398,212 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
38,659 | $18,462,378 | |
| 6 | QCOM |
Qualcomm Inc/De
|
13,786 | $2,547,514 | |
| 7 | MU |
Micron Technology Inc
|
1,989 | $2,295,882 | |
| 8 | TXN |
Texas Instruments Inc
|
5,353 | $1,595,568 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,398,212 | 61,941 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $20,285,594 | 65,541 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $24,404,895 | 70,514 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $25,335,108 | 76,794 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $23,187,953 | 84,121 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $15,449,770 | 92,276 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,923,263 | 107,502 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $18,381,600 | 106,560 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,232,153 | 10,733 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,812,782 | 11,176 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,657,638 | 14,027 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,104,964 | 20,594 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $17,948,861 | 20,692 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $11,824,223 | 18,431 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $10,149,886 | 18,153 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,063,221 | 18,160 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $11,059,950 | 22,766 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $14,127,500 | 22,436 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,543,866 | 21,857 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,480,307 | 21,612 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,152,877 | 21,292 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,489,265 | 20,466 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $8,763,567 | 20,015 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $7,096,224 | 19,478 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,415,531 | 10,822 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,381,195 | 10,043 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||